Continued transformation and innovation is needed to meet the demands of baby boomers and millennials
Growing reliance on third-party providers represents a potential vulnerability
The pandemic has made digital transformation a top priority
Tough operating environment, tech and ESG issues amplified by Covid-19
The client-focused reforms will require you to demonstrate that you’ve considered a “reasonable range of alternatives”
The Tax Court of Canada has implemented several tactics for clearing delayed cases, but don't expect a fully virtual courtroom
Robo assets under administration increased this year, and B2B demand is growing
Managing general agencies have compressed half a decade's worth of change into a few months
Advisors may have to consider 1 million data points per day when the CFRs come into force
Richardson GMP report compared recent investor behaviour to the late-1990s tech boom